Position in TRI
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$5,578
-$2,599 QoQ
Shares Held
62
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Roxbury Financial LLC holds $2,387 across 1 Specialty Business Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMTM |
Amentum Holdings, Inc.
|
118 | $2,387 |
All Filings in TRI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,578 | 62 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $8,177 | 62 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $17,862 | 115 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $23,129 | 115 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $19,869 | 115 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $18,443 | 115 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||